From the Desk of Kimmy Sokoloff

What a day...

$SPY came close to the 415 level I mentioned this morning and then traded below 410.

...

The largest insider transaction on today’s Hot List is a Form 4 filing by Enviva Inc $EVA director John Bumgarner Jr.

Bumgarner reported a purchase worth roughly $1.8 million in EVA.

From the Desk of Kimmy Sokoloff

CPI data for April will be released at 8:30 a.m. ET.

I'll hold off on ideas until I see how the market reacts.

From the Desk of Kimmy Sokoloff

The market was in a standstill today, awaiting the CPI print on Wednesday.

The indices held on.

Tomorrow might give a...

The weakness in Small-caps has been well documented by now.

Look at the performance since the beginning of 2022.

While the Dow, S...

The largest insider transaction on today’s list comes in a Form 4 filing by Ares Management.

The firm revealed a $7.5 million purchase in Frontier Communications Parent $FYBR.

From the Desk of Kimmy Sokoloff

$QQQ hit a fresh high yesterday, and this morning we're pulling back.

We could be in a standstill until tomorrow's CPI data. 

From the Desk of Kimmy Sokoloff

It was a real tug of war today for the indices.

$AMD really pushed through, moving more than 5%.

From the Desk of Steve Strazza @Sstrazza

We held our May Monthly Strategy Session last Monday night. Premium Members can access and rewatch it here.

Non-...

The largest insider transaction on today’s list is a Form 4 filing by Alphabet Inc.

The tech giant reported a $19 million purchase in GitLab $GTLB.

From the Desk of Kimmy Sokoloff

What a move on Friday!

But we must stay on our toes: We've got CPI this week. 

It's now or never.

The Russell2000 Small-cap Index is back down near last Summer's lows.

If there was ever a time for buyers to...

There's an ugly rumor going around that it's only a handful of stocks holding up this market.

The people telling you that are lying to you.

From the Desk of Kimmy Sokoloff

Happy Cinco de Mayo!

It was a Friday, but we closed out the week strong.

The insider “run” on regional bank shares continues, with Form 4s from nine more directors and executives from boardrooms and C-suites in that troubled sector leading today’s Hot List:

• Stellar Bancorp Inc $STEL
...

From the Desk of Kimmy Sokoloff

It's been a long week, and a complete chop-fest at that.

We'll see if $AAPL has saved the day.

They had no growth, from what the news says.

From the Desk of Kimmy Sokoloff

What a wild day in the markets...

I think we just need to get $AAPL’s earnings out of the way.

Another day goes by and another bank that doesn't matter disappears.

This is a big deal.

In theory, investors ...

The largest insider transaction on today’s list is a Form 4 filing by the chairman and CEO of American Assets Trust $AAT, Ernest Rady.

Rady reported a purchase of AAT shares worth $5.6 million.